Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OPGSX (Oppenheimer Gold & Spec Minerals) | 45.85% | 50.30% | 19.15% | 10.46% | 13.04% | 1.78% | 7.47% | 6.09% |
Data as of 06/20/2025, AR inception is 07/20/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPGSX (Oppenheimer Gold & Spec Minerals) | 07/20/1983 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.93 | 50.30 | 19.15 | 10.46 | 13.04 | 1.78 | 7.47 | 6.09 | 45.85 | 13.05 | 6.35 | -16.86 | -2.75 | 36.15 | 46.37 | -13.15 | 17.17 | 48.77 | -23.14 | -15.43 | -47.83 | -9.14 | -25.46 | 54.59 | 79.24 | -38.81 | 30.36 | 43.29 | 32.00 | -4.43 | 59.12 | 42.51 | 19.70 | -15.02 | 15.36 | -1.30 | -31.93 | 6.10 | -1.51 | -5.97 | 61.82 | -10.13 | 0.32 | -26.77 | 23.00 | 1.41 | 40.20 | 36.88 | -4.51 | -27.87 | -7.10 |
| Sharpe Ratio | NA | 1.53 | 0.51 | 0.30 | 0.35 | NA | NA | 0.12 | 3.58 | 0.23 | 0.08 | -0.48 | -0.10 | 0.75 | 2.13 | -0.69 | 0.67 | 1.16 | -0.63 | -0.41 | -1.15 | -0.31 | -0.71 | 1.75 | 1.76 | -0.56 | 0.82 | 1.15 | 1.22 | -0.20 | 2.09 | 1.30 | 0.88 | -0.90 | 0.46 | -0.15 | -1.79 | 0.18 | -0.40 | -0.62 | 2.86 | -0.84 | -0.22 | -1.74 | 1.15 | -0.21 | 1.20 | 1.13 | -0.42 | -1.53 | -1.99 |
| Standard Deviation(%) | NA | 30.82 | 30.91 | 31.48 | 32.70 | NA | NA | 30.10 | 34.15 | 27.81 | 26.10 | 38.47 | 28.56 | 47.71 | 21.14 | 21.11 | 24.75 | 41.69 | 36.54 | 38.01 | 41.59 | 30.35 | 36.08 | 31.07 | 45.02 | 70.46 | 33.41 | 34.95 | 24.40 | 27.22 | 27.89 | 31.86 | 20.17 | 21.23 | 26.56 | 30.86 | 19.79 | 13.98 | 13.22 | 14.34 | 20.75 | 14.83 | 15.81 | 18.39 | 14.97 | 15.80 | 29.89 | 28.72 | 23.22 | 22.55 | 10.67 |
| Draw Down(%) | NA | 19.00 | 27.53 | 47.09 | 47.09 | NA | NA | 80.04 | 10.38 | 19.00 | 24.81 | 47.09 | 28.98 | 38.63 | 12.80 | 24.88 | 20.35 | 37.77 | 38.89 | 40.56 | 53.59 | 34.22 | 31.05 | 20.40 | 20.83 | 72.91 | 24.33 | 32.68 | 23.65 | 31.29 | 22.75 | 35.69 | 17.55 | 28.75 | 20.25 | 45.10 | 40.49 | 15.09 | 15.13 | 16.38 | 18.77 | 24.75 | 14.66 | 37.51 | 11.99 | 15.75 | 21.62 | 22.08 | 24.08 | 37.84 | 10.87 |
| Yield(%) | 0.00 | 0.88 | 0.75 | 1.53 | 2.62 | 1.86 | 5.85 | 6.45 | 0.00 | 0.98 | 0.84 | 0.38 | 3.11 | 2.08 | 0.42 | 0.00 | 3.05 | 9.88 | 0.00 | 1.82 | 0.00 | 0.00 | 4.84 | 14.77 | 3.27 | 2.53 | 8.05 | 18.23 | 6.55 | 6.55 | 8.58 | 1.49 | 5.40 | 2.17 | 2.13 | 0.19 | 0.27 | 0.21 | 0.45 | 0.46 | 0.67 | 1.37 | 1.83 | 0.29 | 2.34 | 1.54 | 4.12 | 2.14 | 0.36 | 0.76 | 0.00 |
Data as of 06/20/2025, AR inception is 07/20/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPGSX (Oppenheimer Gold & Spec Minerals) |
-33.99%
Sep 2012 - Sep 2015 |
-25.49%
Dec 2010 - Dec 2015 |
-5.75%
Feb 2008 - Feb 2018 |
-2.39%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPGSX (Oppenheimer Gold & Spec Minerals) |
53.76%
Oct 2008 - Oct 2011 |
38.35%
Oct 2002 - Oct 2007 |
27.45%
Nov 2000 - Nov 2010 |
14.46%
Dec 1995 - Dec 2010 |
Annualized Rolling Returns Comparison Chart